Vista Private Wealth Partners. LLC Vanguard Small Cap ETF Transaction History
Vista Private Wealth Partners. LLC
- $317 Million
- Q2 2025
A detailed history of Vista Private Wealth Partners. LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 2,633 shares of VB stock, worth $682,684. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,633
Previous 2,654
0.79%
Holding current value
$682,684
Previous $588,000
5.95%
% of portfolio
0.2%
Previous 0.21%
Shares
19 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio